Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
5 Digital Marketing Tactics for Tax Advisors
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CRM for Tax Professionals and CPAs: Manage Your Tax Client Relationships
Selecting a tax client portal is a decision that will have a large impact on the overall practice management of your tax firm and on the client experience your practice provides. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Follow this guide to help your firm find a client portal that meets your and your client's needs.
Tax Advisor Q&A: Build Better Client Relationships with Life Event Planning
Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor.
Tax Client Portals: A Guide to Selecting Software for Your Tax Practice
Selecting a tax client portal is a decision that will have a large impact on the overall practice management of your tax firm and on the client experience your practice provides. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Follow this guide to help your firm find a client portal that meets your and your client's needs.
Save 100s of Hours on Tax Client Engagement Letters [Case Study]
Free Planning Tool: Download this sample tax client engagement letter template to help onboard new clients, and add clarity to your client renewal process
Why and How to Switch from Hourly Fees to Retainers in Your Tax Practice
According to a recent report from Accounting Today, “Industry sources agree that once [tax] firms move into standard recurring services, such as advisory, it is important to pivot away from hourly billing.”
Tax Practice Management: 4 Tips for Buying a Tax Firm’s Book of Business
When thinking about acquiring a tax practice’s book of business, here are four tips to consider:
Tax Practice Management: A Guide to Effective Client Communication
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Beyond Tax Returns: Grow Your Tax Practice with Thorough Planning Services
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Marketing Tips for Tax Advisors: A Practical Guide to Grow Your Practice
As the tax industry continues to evolve, more and more professionals are setting up their own tax practices. This guide is designed to help your tax practice build a marketing strategy around high-value clients, positioning your firm to meet the market’s demand for tailored tax advice. At Harness, our platform empowers tax advisors who serve business owners, employee equity holders, investors, and other individuals with complex tax strategy needs.
How to Price Your Tax Practice’s Services to Drive Revenue Growth
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How Harness Helped a Solo Tax Advisor Launch and Grow Their New Firm
Mr. Maddox is a member of Harness and is not being directly compensated for sharing his opinion and experience with our firm. Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. There is an indirect financial incentive for Mr. Maddox to promote Harness as he is a tax adviser available through the Harness platform. Mr. Maddox’s comments may not be representative of any other person’s experience with the firm. While Harness provides valuable tools and support, individual results can vary, and success requires effort and leveraging the platform’s resources effectively.
Tax Client Onboarding for Profitability and Satisfaction: A Guide
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7 Best Tax Practice Management Softwares for CPAs
Looking to modernize your CPA practice? The current tax environment has evolved far beyond calculators and paper forms. Modern accounting demands sophisticated platforms that can handle everything from automated workflows to secure client communications.
Overcoming Burnout in Accounting: Strategies For Success
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Webinar Recap: Redesign Your Accounting Practice in 2024
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Client Accounting Services: A Guide for CPAs
ISOs have a favorable tax treatment on exercise, but understanding your tax obligations and how to minimize your tax burden can be complicated. Before taking any decisions around your ISOs, it's important to understand the tax consequences and how that impacts potential future profits.
Diversifying Services: A Guide for Solo CPAs and Growing Tax Firms
Expanding your service offerings is not just a strategy; it's a necessity for long-term success. This comprehensive guide provides actionable insights to help you diversify your services, build stronger client relationships, and run a modern, scalable tax practice.
Salaried vs Solo Tax Pros: Comparing Earnings Potential in the Industry
Explore the earnings potential of salaried versus solo careers in the tax industry, with a spotlight on rate-setting strategies and the support Harness Tax offers to solo CPAs.
Master Client Onboarding: Guide for Solo CPAs & Growing Accounting Firms
Enhance your client onboarding process with our practical step-by-step guide designed specifically for solo CPAs and growing accounting firms.
When and How to Make Your First Hire: Building a Team for Your Tax Firm
Is it time to make your first hire in your tax firm? Navigate the complexities of when to hire, what roles to consider, and how to budget effectively. Learn how Harness Wealth can be your strategic partner in scaling your accounting business.
Breaking Away From the Big 4: How to Start Your Own Tax Practice
Thinking about starting your own accounting firm? Learn how to make the transition from employee to entrepreneur, establish your firm, attract clients, and make use of the latest technology. With Harness, you have a partner you can rely on.
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